ACCOUNT AND CONTACTS BASED ON MARKETING ATTRIBUTES.

HI,
I have a requirement where i need to extract all bp and contact person based on some martketing attributes set , attributes and its value. So can somebody give me any table or FM to get all these detail.
thnks
vk

Hi,
You can use tables AUSP, CRMD_MKTBP_AUSP.
Function modules:
CRM_MKTBP_READ_AUSP_EX_DB
CRM_MKTBP_READ_AUSP_GUID
CRM_MKTBP_READ_BP_SEL_AUSP
Regards,
Anup

Similar Messages

Extractrion of account and contacts based on marketing attributes

Hi experts,
I need to extract account and contact based on marketing attributes from sap crm to a .csv file. i m writing a programme for it.
i have requirment where i need to exract all accounts in different file based on markting attributes and same requirement i mean i need to extract contact also based on same marketing attributes in different file. i know there is a table AUSP from whre we can pass bp_guid. but then how can i extract them in different files.
thnks in advance.

Based on Marketing attributes you will query AUSP table so you will get BP_GUID. Now based on BP Guid get the roles of the partners. If the partner is Account then read it into one table and if the partner is contact read it into another account. Using GUI_DOWNLOAD you can download both them into different files.

Marketing Attributes for account and Contact

Hi,
I am looking at Marketing Attributes of an Account. They are fine.
And I am looking at Marketing attributes of an Contact for this account. But these values are different from Account Marketing Attributes.
They are not same...can you please let me know..when they will bcome same (for Account and his contact).
And when I create lead(campaign)...will these attributes changes for Account and Contact?
Please let me know...as I am very new to CRM Marketing.
Thanks,
Sandeep

Hi,
If the marketing attribute set is created with assignment to bith Accounts and Contacts.. the same would be visible through out.
If u want different set of attributes for contacts and accounts, define multiple marketing attributes and select the checkbox for availability in either contacts or accounts and not both.

Mapping Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when attempting to Upsert from a Flat File source to SFDC Account and Contact target

I'm getting an INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when running a mapping that attempts to Upsert data from a Flat File to SFDC Account and Contacts. I also tried to split The error message for Account: WRITER_2_*_1> WRT_8164 [2015-07-26 08:49:57.707] Error loading into target [Account] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_2_*_1> CMN_1053 [2015-07-26 08:49:57.707] : Rowdata: ( RowType=1(update) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Account_External_ID__c The error message for Contact: WRITER_1_*_1> WRT_8164 [2015-07-26 08:49:55.305] Error loading into target [Contact] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_1_*_1> CMN_1053 [2015-07-26 08:49:55.305] : Rowdata: ( RowType=0(insert) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Contact_External_ID__c Any ideas on how to proceed?

Hello,Can you please help me understand that limitations of the free data loader? In this link - http://www.informaticacloud.com/editions-integration.html# - I see the below features listed.No-code, wizard driven cloud integrationMulti-tenant SaaS solutionDatabase and file ConnectivityFlexible schedulingBulk API support (for Salesforce.com)Unlimited rows/day24 jobs/day1 Secure AgentLimited to 1 userCommunity supportCloud Data MaskingQuestions:When I view licenses in my free data loader, under Feature Licences, it shows the License type for Salesforce Connectivity/Bulk API as “Trial”. Can’t I create a scheduled Data Synch task to upsert records in Salesforce using Bulk API mode?Is the email notification option (for success, warning and failure of data synch task) available on the free version (and not as a trial)?I understand there is a limit of 24 jobs/day. But is there a limit on the number of scheduled data synch tasks that can be created?Data Masking is listed as a feature above for the free edition. However, when I view the licenses in my free data loader, Data Masking is shown as “Trial”. Can you please clarify this?Is there a limit on the number of Connections that can be created?ThanksSanjay

How to do reconciliation for Accounts and Contacts import job in sales cloud

Hello,
We have imported Accounts and Contacts data from Siebel CRM to Sales Cloud using File based import. Looking at the log file we noticed that data successfully imported into sales cloud. Now we want to reconcile it at database level by doing query to make sure that data got correctly populated into respective table and columns.
Could you pls let us know the table name for contact entity where all the related data along with primay field resides so we can verify the correctness of data that got imported.
Appreciated your quick response.
Thanks,
Parag

Try looking in RSA7 and see if there are transactions posted there. If so, maybe you did not use the right parameters in RSA3. Make sure you select Update Mode = D and you select the right Target system.
Hope this helps.
BTW, leave the ERDAT selection field blank.
Edited by: Geo on Mar 20, 2008 11:37 AM

PCUI - Different Text type for Accounts and Contact Persons

Hi All,
While configuring the Text Determination, how can we have different determination procedures for Accounts and Contacts. On the CRM back end side there is no distinction on the objtect type for account & contacts. Instead there is one for BP.
We defined a Text Det Proc for Object BUT000 (Business Partners) which gives us the same text types in both accounts and contact person screens in PCUI. But we want different text types. Can any one please advise.
Thanks in advance,
Raj K

Hello All,
Any suggestions in this matter would be greatly appreciated. Thanks,
Raj Kasa

Refreshing CRM's Account and Contact list with new data

Hi Folks, I am very new to CRM and was tasked with a new job of refreshing our CRM's account and contact listing.
We get a new list in Excel every now or so from a commercial vendor that compiles list of companies and key contacts and sends it out to subscribers.
I cleaned out this Excel data so there is a:
1) Contact List
2) Account List
3) Contact + Account
that can be directly mapped to fields in CRM.
What I need to do is, make sure none of our existing data is deleted. If there is a matching account (eg. company A) then only the phone no, address, website will be updated. If there is a matching contact again do the same.
If there is no matching account in CRM, then create new account and all corresponding contacts.
Anyone done something similar, can you please suggest the optimal way to go around this? Thank.

Hi
When you do an import in On demand , you can select the appropriate choice in the Step 1 of your import wizard.
you can select to import the account with the on demand predefined fields where in you can import via account and location.
In case when duplicate is found you can opt for a overwrite of existing records and when no duplicate is found then you can ask for a new record creation.
the same way you can do for contacts.
By this method you can be sure that records are not lost and new records are created if there is no existing record.\
hope this helps.
-MR

To populate account and contact when i click on email

Hello Experts,
crm_ui->Account Management->Search(contacts)
After gettinging contacts when i click on name of contacts it displays all details of contact like ID, Account , Email etc in disable mode.
on that disable mode when i click on email of contact it gets navigated to bt126h_mail where we will get
ACCOUNT and CONTACT
I want this two to be auto populated when i click on email.
plz send details step by step.

HI Muneera
I think what Vinamra wanted to convey is, you need to bind the context nodes of both your components to the respective component controller.
As mentioned by you, the navigation is taking place. So, only the data needs to be passed. This can be achieved by binding the respective context nodes to the component controllers (binding can be done by right clicking on the node). Also check whether the component usage is present or not.
I hope this should solve your problem.
Reward points if this was helpful.
Thanks and regards
Preeti Viswanath

I am trying to update my husbands ipone with out deleting the information an his phone like his mail account and contacts can this be done ?

i am trying to update my husbands ipone with out deleting the information an his phone like his mail account and contacts can this be done

can this be done
Of course. That's standard behavior.

How to download "Account" and "Contact" into CSV files

I need write a program to download table "Account" and "Contact" into files. I am using visual studio 2005, program can be in C# or VB. Any good sample code or reference? Your help will be highly appreciated.

Hi Jaya,
I know it has been a long time since this was posted, but may I have the code for downloading accounts to a csv file please?
[email protected]
Thanks
Gaurav

Workflow to update Account and Contact Type based on Closed/Won Opportunity

Hi,
I’d like to create a workflow that updates the Account Type and Contact Type fields on the respective records from “Prospect” to “Customer” whenever a related opportunity is closed as Won. I've looked into using the JoinFieldValue function but I don't think that will work. Is there a way to do this?
Thanks.

Currently we do not have cross object workflows. I do not think this is possible. I understand its part of R17 roadmap. Bobb can you let us know if thats correct and what is the expected timeline on R17

Account and contact person search in more Work Center pages

Hi All,
I have to face the following problem. Currently I am at customer and the customer wants to have four different work centers (broker, cedent, original insured). The work center pages should show the AB SEARCH. In those ABs the links Search Brokers, Search Broker Contacts; Serach Cedent, Search Cedent Contacts etc.)
I Use the Target IDs MD-BP-SR and MD-CONP-SR for all searches.
Everything went fine (I checked simultanously in WebUI). After I entered the third ORIGINAL INSURED the AB of all Work Center appeared the same. All had Cedent Accounts, Cedent Contact Person as links in the AB Create. When I make the Cedent links unvisible no Work Center has them in.
How can I solve this problem? I work on that since two days. Has anyone an idea? Even here in SDN I couldn´t find a solution for that.
The CRM is a brandnew one? Could it be that the search MD-BP-SR can only be used in one workcenter??
Thanks to all for your help,
Martin

Hi Pieter,
thx for your answer. AB=Assignment Block. This Search Block.
I would like to have 4 WC for Cedent, Broker, Original Insured an Prospect (XXX). These WC should have all an AB / Work Center Link Group that includes Search XXX Accounts and Search XXX Contacts. I have an developer here, that would add the role, so that we can search role specific (Roles: Broker Original Insured, Broker etc.). An better idea for that?
But my problem is, that the WC pages look all the same. Even if I go to WC Prospect, that should incl. the Work Center Linkgroup Create (Link will be Create Prospect) it doesn´t appear, because all work center pages look similar.
I entered all (LogLingID, WC Link Groups etc.) from scratch, but I compared with standard.
I would love to help, but it is not really clear to me what you are doing.
You mention you have 4 workcenters, all with an option to search for accounts and a search for contacts.
CORRECT.
How are you planning to differentiate between them all if you use the same target id's (MD-BP-SR and MD-CONP-SR)?
Is your issue that you changed the description of the links, and they appear the same?
You also mention 'AB'. What would that be?
Yes. The Links all have Search Cedent Accounts in every WC Link Group. But why?
Regards Martin
I would upload a screenshot or send it, but don´t know how...first time posting a thread.

Creating activity without referencing Account and Contact Person.

Hello Experts,
Our client has such a process, sales employee can perform unplanned visits and they record this visit just entering this prospectsu2019 telephone number and name surname.(without entering account ID as the customer data hasnu2019t been created yet in Sap CRM) They require this in SAP CRM as well.
I have been looking for a way how can we manage this. When I create a visit the system asks for Account ID and Contact Person ID. My question is that is it possible to create a visit in SAP CRM without indicating contact person and account.
Kind regads,
M.

Hello!
Every activity in CRM must have activity partner, but you can make this fields non mandatory in CRM - Master Data - Organizational Management - Organizational Data Determination - Change Rules and Profiles - Maintain Organizational Data Profile
Best regads,
Artur Litvinov.

Reassign Account and Contact owners in one swoop?

Hey All-
I've got a way switch ownership of an Contact, then an Account. Either using lists and updating, or exporting/importing.
I was wondering if there is a faster way to reassign both the account and the contacts within the account to a new owner. I know there are tools out there for mass updates. But I want to be able to say "Move t(X) accounts from Joe Smith to Bob Johns, including all contacts"
Possible?
-AE

AE, using account assignment rules will allow you to do both accounts and related contacts.

Both Cash based Accounting and Accrual based Accounting for Capital Exp

I have a requirement to generate both Cash based and Accrual based accounting for Capital Expenditure transactions. I am thinking of using Secondary Ledger for Cash Based accounting. I have never used secondary ledger or customization in SLA.
Can someone please let me know the steps to do this, or if this solution is going to work?
Regards
Sam

Hi Dewi
You will get message (warning):
Message no. KE107
Diagnosis
Operating concern XXXX is set up for both forms of Profitability Analysis (costing-based and account-based).
You have set an active indicator for only one form. Note that no data will be transferred to the form of Profitability Analysis that you did not activate. If this form is activated at a later point, the data posted up to that point will be missing.
You can change active flag (customizing request) any time.
Dejan

ACCOUNT AND CONTACTS BASED ON MARKETING ATTRIBUTES.

Similar Messages

Maybe you are looking for